VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities - Kip Herriage - January 07, 2026
VRA Investing Podcast · Vertical Research Advisory
January 7, 202630m 53s
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Show Notes
In today’s episode, Kip breaks down the latest market activity, exploring how recent political announcements, particularly from Trump, are impacting key sectors like housing, defense, energy, and banking. He also shares his perspective on why the current bull market remains strong and explains the VRA strategy for navigating short-term dips, specifically in semiconductors and small caps. Tune into today's podcast to learn more.